You built your business to what it is today, we help with what happens next

A successful transition of your business will be a key step in achieving your financial goals

Your IG Consultant can help you navigate the transition of your business. Whether you sell outright or pass the reigns on to the next generation, your IG Consultant will guide you through the key decisions you need to make and help you to understand their potential impact to your financial well-being.

Our team of experts can provide guidance on the many aspects of a business succession plan, including:

Navigating the purchase and sale of a business

Accessing the lifetime capital gain exemption - are you eligible?

Understanding shareholder agreements and their potential restrictions they may place on your succession planning

Minimizing the amount of tax you pay

Let us enhance your financial well-being

You can reach us by calling 1-888-999-6515 between 9-5 CT or online below